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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,959 | $93,598+93.3% | $135,974+33.1% | $75,173+140.7% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 19.71% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $1,017 | $3,538-71.3% | $4,859-79.1% | $2,671-61.9% |
| Participant deferral / active EE | $9,931 | $6,405+55.0% | $7,760+28.0% | $4,126+140.7% |
| Admin fee / account holder | $1,183 | $6,978-83.0% | $10,767-89.0% | $5,651-79.1% |